Apollon Wealth Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Apollon Wealth Management’s Portfolio OVL Stock Details OVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.73M	Buy	+34,450	New	+$1.82M	0.03%	432

Other funds holding OVL

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Apollon Wealth Management's OVL Position: Q1 2026 in Review

Apollon Wealth Management opened a new position in Overlay Shares Large Cap Equity ETF (OVL) in Q1 2026: 34,450 shares worth $1.73M. The stake represents 0.03% of the portfolio and ranks #432 among its holdings.

36 funds tracked by Wall St. Rank hold OVL as of Q1 2026.

Apollon Wealth Management held 34,450 shares of Overlay Shares Large Cap Equity ETF worth $1.73M as of Q1 2026.
Overlay Shares Large Cap Equity ETF was a new Apollon Wealth Management position in Q1 2026.
Overlay Shares Large Cap Equity ETF made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #432 holding.
36 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.